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霍雨浩的巨擘从唐雅的萧:真实故事背后,折射出社会的温暖与冷漠
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霍雨浩的巨擘从唐雅的萧:真实故事背后,折射出社会的温暖与冷漠

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KKR&Co.已达成协议,收购德国IT服务公司DatagroupSE,这是该私募股权巨头在市场动荡背景下完成的又一笔交易。据报道,KKR计划以每股54欧元(约合61美元)的价格收购这家法兰克福上市企业。两家公司宣布,该收购价较Datagroup周二收盘价溢价33%。

与此同时,Datagroup创始人兼监事会主席马克斯·汉斯-赫尔曼·沙伯(MaxHans-HermannSchaber)计划将其持有的54%股份转让给由KKR控制的、负责此次收购的控股公司。声明中指出,这将促成KKR与沙伯家族控股公司对Datagroup的长期联合控制。

双方预计交易将于今年第三季度完成。

消息发布后,Datagroup股价周二盘后在Tradegate交易所的盘后交易中股价上涨了19%,截至收盘,该公司股价今年以来已下跌12%,市值约为3.4亿欧元。此次交易是KKR在过去一周内宣布的80亿美元交易之一,这些交易主要受市场波动加剧的影响。

据悉,KKR&Co.在一周内签署了至少价值80亿美元的收购协议,而这一周市场主要受到美国总统唐纳德·特朗普发起的贸易战引发的动荡影响,打破了全球交易市场的低迷局面。

这家总部位于纽约的公司重新采用了其在疫情期间部署的投资策略,以应对经济低迷时期的投资需求。4月9日美股开盘前,KKR宣布与StonepeakPartners联合以16亿英镑(约合21亿美元)现金收购伦敦上市公司AssuraPlc,并收购瑞典消费者健康公司KaroHealthcare,后者的估值超过25亿欧元(约合28亿美元)。随后,KKR在周一的一场激烈竞标中胜出,成功收购交易后服务公司OSTTRA,企业价值超过30亿美元。

尽管KKR已开展此类交易一段时间,但其近期举措仍与私募股权同行形成鲜明对比。后者因经济前景不明朗和融资成本飙升而暂停交易,收购公司也变得谨慎起来。上周,利洁时集团旗下家居护理品牌组合的竞标截止日期到来,竞购者不愿提出具有约束力的报价,且给出的估值远低于这家英国公司的预期。

在当前银行越来越担心通过杠杆交易扩大资产负债表规模的背景下,KKR能够自行融资的能力成为一大优势。当KaroHealthcare的一笔主要融资在具有约束力的投标截止日期前几天失败时,KKR决定自行安排融资,并赢得了这场竞争激烈的竞标,这场竞标也吸引了PAIPartners等竞争对手的兴趣。KKR合伙人伊纳基·科博(InakiCobo)在一份新闻稿中表示,公司已“全力以赴”完成这笔交易。

当然,尽管存在不确定性,其他一些投资者也保持活跃。BrookfieldInfrastructurePartnersLP本月带领一批投资者以约90亿美元收购了ColonialEnterprisesInc.。据上周报道,贝恩资本同意以超过10亿美元(包括债务)的价格从CapitalSpring手中收购连锁餐厅运营商SizzlingPlatter。

KKR由乔治·罗伯茨、亨利·克拉维斯和杰罗姆·科尔伯格于1976年创立,目前管理着超过6000亿美元的资产,涵盖私募股权、信贷、基础设施和房地产等多个领域。KKR在其最近一篇关于美国关税的文章中表示,预计全球经济复苏将从美洲转向欧洲和亚洲,这将是全球经济的一个重要变化。

在英国,泰晤士水务公司上个月选择KKR作为其下一阶段股权融资和扭转负债累累业务的首选合作伙伴。这家英国最大的水务和污水处理公司计划在2025年第二季度末与这家美国另类资产管理公司达成协议

据报道,这笔交易可能标志着当前市场低迷时期的又一笔重大交易,因为这家私募股权公司已提出向泰晤士水务公司注资40亿英镑。

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